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• Recent Topics

• 2nd and 3rd Email in Workflow fails to send

  I'm having trouble sending a 2nd and 3rd email in a Workflow. Here's a screenshot of the workflow. Again...like the last topic I posted...it's VERY SIMPLE and it still will not work. This is incredibly frustrating.

• How to Perform Global Search

  Hi everyone, I am working on an integration project using the Zoho CRM JavaScript SDK. I’ve implemented functionality to create and open entity records, but I am stuck on a specific requirement: I need to implement a global search feature where given

• Subscription warning makes no sense -- no response from support so far...

  I have a warning message on my Mail that reads: "Your Zoho Mail Subscription has expired and your account will be suspended on Nov 23, 2024. Renew immediately to continue services." I can see the invoice was paid on Nov 23rd and I'm confused as to why

• Zoho Mail

  My domain and email hosting is Ionos, I'd like to switch to ZOHO, I purchased 1 user to do the test, I don't know how to set up. I have the following issue: 1. I tried to only transfer 1 mail account to test, once I set up as the suggestion, all other

• Option to start the whatsapp conversation with a lead or deal from within crm

  Currently in zoho crm there is no option to start a conversation with a lead. However we can send templates to contacts or leads in Zoho CRM through approved templates using workflows. But Users are not permitted to initiate conversations with leads or

• Error while setting up IMAP configuration

  Hi. We're getting the following error when we try to set up the IMAP configuration. How can we solve this problem?

• Identify if fields used in function

  We're doing a lot of tidy up on our Zoho CRM modules but have 100s of functions. We need a way of identifying if these fields are used in any functions before deleting them. Is there a way to do this? Is there a way to search Deluge scripts on mass for

• Export blueprint as a high-resolution PDF or image file

  This would be a good feature for organizations that want to share the blueprint process with their employees but don't want them to have access to the blueprint in the system settings. At the moment all that users can do is screenshot the blueprint or

• I am not receving emails but MX records shows my domain is pointed to Zoho

  I am not receving emails but MX records shows my domain is pointed to Zoho I have added my TXT to my domain DNS and MXtoollookup shows it is working. my domain is cashbull.ca Please help me

• Digest Novembre - Un résumé de ce qui s'est passé le mois dernier sur Community

  Bonjour chers utilisateurs, L'année 2024 s'achève doucement, mais les actualités continuent ! Découvrez un résumé! Le mois dernier, nous avons organisé deux Meetup Community à Lyon et à Paris. Au nom de toute l’équipe, je tiens à vous remercier chaleureusement

• correo saliente bloqueado

  Tengo bloqueado mi correo saliente error 554.5.18 marcado como SPAMMER. Alguien entro en mi cuenta y logre recuperarla pero no me deja mandar correos y lo necesito urgente. No consigo desbloquearlo y no me contestáis por ningún lado. NECESITO AYUDA por

• Payment

  Hi! I don't want to renew my mail. Will I be automatically charged the renewal amount? I don't understand how to cancel my subscription.

• Missing Application Salesinbox

  We got some issues in Zoho CRM tools which is CRM application is known as Salesinbox. please add this application in our account best regards Shunyatax Global Fintech Solutions LLP

• Error when sending out email via SMTP

  Hi, I recently started encountering an error when using my Zohomail account to send out emails. The error message was : sendEmail.exe[16528]: ERROR => ERROR => SMTP-AUTH: Authentication to smtppro.zoho.com:587 failed. rmtree failed: Directory not empty

• Receive emails

  I am unable to receive any malls

• Remove older possible matches

  Since Zoho Books only allows new users to import transactions for the last 90 days, we had to go through and manually enter all transactions since the beginning of the year. Now whenever we reconcile transactions that show up under Uncategorized Transactions,

• Every morning an Employee's line manager gets an email saying they have not checked in even though they have

  Hello, We have an employee who's line manager received an email ever morning to say they are late checking in even though they have checked in on time?

• Out of Office

  Hi, I'm trying to setup a out of office reply for Monday through Friday from 17:00-8:00 and Saturday and Sunday all day long. So basically I want to send back a out of office message when I'm not in the office. Is this possible ? I can make the Monday

• UI Enhancements in list view for Zoho CRM

  Dear All, We hope you're well! We are here with a few UI updates to the list view in Zoho CRM. As you all know, list view is a simple tabulation of your records. To have ease of access and navigation, the list view is armed with options like quick actions,

• Clone a Module??

  I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors

• Add home page or dashboard in CRM customer portal

  is it possible to add home page or dashboard in CRM customer portal?

• email association with CRM

  Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multiple

• Standard Operating Procedures System in Zoho?

  Hi, I've been in business for over 18 years, with 6 employees.  We have over 300 policies and procedures that have been written and rewritten.  They have always been stored on our Sharepoint server in a file folder structure.  Because of it, nobody uses

• Zoho Forms - Setup

  Hi, Is it possible to share the ownership or let more than one person see the settings in a Zoho Form? Currently we use Zoho forms but everytime there is an issue we have to transfer the ownership between Admin people so they can investigate.

• Delete organization's contacts

  Hi, since some days it's impossible to delete organization's contacts from Zoho mail browser web and desktop application. There is no more the "Delete" button in the single contact and also "Resete contacts" in the main screen. I'm the administrator's

• Can't access email.

  I am unable to get into my emails. Can't get anything from server.

• Filters not working

  A couple of weeks ago, my filters stopped working. I tried redoing each of them, but still they don't work as they used to. I had made no changes before the time they stopped working. If you apply the filter manually, it works, but not for incoming email.

• Subform Layout

  Hello.. I have a situation in Zoho forms where I am collecting data of family members and their health conditions. So, I think a sub form is the right choice where a person can add family members count of which can vary person to person. Now, I have almost

• Zoho mail badge won't go away after mail is read

  The zoho email app on my imac displays a red badge with a one constantly. The number never changes even when there are unread emails and when they are all read it still says a one.

• Issue with Fetching and Mapping Multiple Products in Line Items to Zoho CRM Leads

  I am currently facing an issue with fetching and mapping products in line items to the Zoho CRM leads. Here's the situation: 1. When there is a single product in the line items, the system works as expected. It fetches the product name, matches it, and

• How to recover deleted email account.

  Gyanendra Singh  gyanendra.singh@stellaranalytics.co How to recover it ?  Please help. Its urgent.

• Workdrive Integrations - API not working

  Hello, Zoho Workdrive integrations (APIs, Connections, etc). are not working. The first discovery of this was in Zoho Projects connection with Workdrive, which was showing error "Error due to - Internal exception".

• WhatsApp Channels in Zoho Campaigns

  Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.

• Function #8: Add additional charges to invoices

  Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,

• Booking outside of scheduled availability

  Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?

• A consultant with different working hours for each workspace

  As of now, it doesn't seem to be possible to set different working hours for a single consultant in two (or more) different workspaces. For example: A  consultant is going to work 2 weeks/month at workspace A and 2 weeks/month at workspace B. Yet, right

• is there a way to add the products i created in zoho books to zoho crm

  I started using zoho books last week and put in several of our products.. now i signed up for zoho crm and i would like to import the products and streamline the sales process so i don't have to create the products twice.  i read that you can import products after you create a new client in crm but it seems like it will be double work since i won't have products / inventory items in crm to take my lead from contact/lead to client/potential client. how in the world do i integrate these pieces and

• Cannnot find criteria tab

  We need to be able to segment contacts based on an account view or field. The online help shows a screen with three options: Under Sync Details there is All Contacts; Custom view; Criteria.  The latter is missing from my screen.  I need it. I also want to know if I delete contacts from campaigns, will they still remain in CRM? 

• Why Are Arrays Not Allowed in Webhook Payloads?

  Hello Support, I would like to understand the reasoning behind the limitation where arrays are not accepted in API payloads. Could you please clarify why this restriction exists? It seems like arrays would be a natural and efficient way to handle multiple

• What are your best practices for using client scripting?

  I'm beginning to leverage client script, and getting myself a little confounded with dealing with scripts for both in-line edit and full edit mode. Though my users like in-line edit, I can migrate us to full-page edit IF that is the more versatile mode

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